Filed August 6, 2024
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $60,821 |
Service code 35 · EIN 95-2402760 | Employee (plan sponsor) | $22,463 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,844 | $38,006-42.5% | $161,489-86.5% | $89,670-75.6% |
| Participation rate | 96.8% | 55.7%+41.1pp | 78.7%+18.1pp | 71.2%+25.6pp |
| Annual return | 11.05% | 51.85%-40.8pp | 89.72%-78.7pp | 19.66%-8.6pp |
| Employer contribution / active EE | $2,264 | $1,536+47.3% | $4,268-47.0% | $4,041-44.0% |
| Participant deferral / active EE | $0 | $1,865-100.0% | $5,630-100.0% | $3,962-100.0% |
| Admin fee / account holder | $144 | $249-42.2% | $16,006-99.1% | $352-59.1% |